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Question

Customize "Save and Keep Working" when there are two forms

  • April 7, 2020
  • 0 replies
  • 118 views

I have two forms in my Project Portfolio table that each display different data for a project record: Project Request and Project Record. The project request form is limited to only specific intake fields and the project record is a complete record of project data. 

The table has multiple relationships, pulling related data from other tables/apps. When the project request form is used, and the requestor needs to relate a project to a facility or contact, they have to save and keep working. When they do, it redirects them to the full project record form which I don't want to happen. I want the save and keep working to save and stay on the project request form. 

Is this possible, and if so what do I need to do? I can't restrict the forms by roles because sometimes a requestor is also a project manager and they would need access to the full project record form to do other work.

Thanks in advance for your help! :)

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Sherry Blackburn
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MarkShnierYou
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  • Quickbase Alumni
  • April 7, 2020
Maybe not a helpful answer, but you could disable the Save and Keep Working option.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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